Release Object OR_CAH (Account Holder Change) 

Definition

A release object in the Account Management (FS-AM) system that enables the system to identify whether the processing of an account holder change by entry or processing staff is subject to release. If the processing of the account holder change is subject to release, the system generates an OR_CARC (account holder change) release object as a work item that can be processed further in the Business Workplace by a supervisor or user responsible for release.

For more information about the release process, meaning how the Account Management (FS-AM) system interacts with the Business Workplace, see the Framework for the Principle of Dual Control (CA GTF TS PDC) documentation.

Use

Customizing

You make the settings for the OR_CAH (account holder change)release object and its release attributes in the Customizing for Account Management (FS-AM) in the following IMG activities:

Order Management ® Account Holder Change ® Release ®

·        Assign Release Object to Release Procedure

·        Assign Rule to Release Steps

·        Assign Release WF and Release Procedure WF to Release Procedures

Channel

·        Dialog

Transaction Account Holder Change

The system checks whether the dialog processing of the account holder change is subject to release, and generates a work item for each release-relevant account holder change. If an account holder change is no longer relevant for release once it has been processed, the related work item is deleted.

·        Business Application Programming Interface (BAPI)

The system checks (as for dialog processing) whether an account holder change processed with BAPIs is subject to release, and generates a work item for every release-relevant account holder change. If an account holder change is no longer relevant for release once it has been processed, the related work item is deleted.

You do not have the option of suppressing the release process for the account holder change BAPIs.

·        Direct Input (DI)

Direct input is not implemented for an account holder change. The external data transfer (EDT) is realized by the account holder change BAPIs with entry origin and processing origin BDTCAH (account holder change)– BAPI (EDT).

Structure

Release Attributes

For the business-related meaning of the individual release attributes, see the corresponding F1 helps.

·        Product

·        Reason for account holder change

·        Account holder change operation to be released

·        Entry origin

Note the exceptions that apply for entry origin BDTCAH (account holder change) – BAPI (EDT)). These are described in the Account Holder Change section.

·        Processing origin

Note the exceptions that apply for processing origin BDTCAH (account holder change) – BAPI (EDT)). These are described in the Account Holder Change section.

·        Operation

Not all activities for an account holder change are available in the Account Management (FS-AM) system as values for the Customizing settings of release object OR_CAH (account holder change).

Methods of the Release Object in the Business Workplace

You can process the OR_CAH (account holder change) release object as a work item in the Business Workplace. This can affect the order status of the account holder change. For more information, see the Order Status of an Account Holder Change section.

·        Display

This method functions like the similarly-named method in the Change Account Holder transaction.

·        Change

¡        This method functions like the similarly-named method in the Change Account Holdertransaction.

¡        The system checks the changed account holder change, and generates a new work item if applicable and/or deletes the existing work item.

·        Display change documents

This method functions like the similarly-named method in the Change Account Holder transaction.

·        Release

·        Reject

This method changes the status of the account holder change to Deleted.

·        Return

The system places the work item in the Business Workplace of the author or processor, or in the workflow of the supervisor who processed it previously.